To view your business’s payment history, click the App Drawer button then click View All > Setup > Business > Payment History.

You can view the history of your business’s payments to WellnessLiving from the Payment History page. From here, you can customize and filter the page for the information you need.

To export your payment history, click Export. To learn more, see Exporting a report.

To learn how to email a receipt from your payment history, see Email receipts.

Headings in your payment history

Heading	Description
Transaction ID	The Transaction ID for the sale. The Transaction ID can also be found on the Transactions details page.
Date	The date and time the transaction was processed.
Client	The name and email of the client who made the transaction. Details such as pass status, waiver status, contract status, special notes, unpaid visits, and account balance are denoted by small icons.
Purchase	The name of the item purchased.
Payment Type	The type of payment method used to process the transaction, along with the last four digits of the card used.
Credit Card Type	The type of credit card used for the transaction, such as Mastercard or Visa.
Status	The current status of the transaction. The list of transaction status includes: Authorization error – The credit card authorization was unsuccessful. Authorized successfully – The credit card authorization was successfully processed. Error during refund – The refund was unsuccessful. Failed – The transaction was unsuccessful. Processing – The transaction is being processed by the gateway. Refunded – The transaction was fully refunded. Refunded partially – The transaction was partially refunded. Successful – The transaction was successfully processed. Voided – The transaction was successfully canceled before the batch closed. For more information, see Transaction batches and refunds. Waiting for settlement – The ACH transaction is being processed and will take up to ten business days to settle.
Subtotal	The value of the transaction.
Taxes	One or more tax columns will be generated based on the taxes that you have set up for your business. Each column will list the amount of tax charged for the sale.
Total	The sum of the subtotal and applicable taxes.
User	The name of the staff member who processes the payment. Hover over the name to view the IP address of the user. Actions that weren’t performed directly by a staff member, such as automated billing, are listed as automatic payments.
Action	An expandable menu that allows you to view the transaction details or invoice.

Advanced filters in your payment history

Filter	Description
Payment Method	Determines which transactions to include in the report based on the payment methods used.
Transaction Status	Determines which transactions to include in the report based on the current status of the transaction.
Locations	Determines which business location(s) to include in the report.
Credit card type	Determines which transactions should be displayed based on the credit card type used to make the payment.